Most recent job postings at Infusionsoft
via Upwork
posted_at: 15 hours agoschedule_type: Contractorwork_from_home: 1
Hi,
I have a Classic InfusionSoft account for a Real Estate Company that needs to better utlize Pipeline to track sales and ad attribution for lifetime values and ROAS and therefore need our Real Estate Agents to actually USE the CRM Pipeline and IFS is not very elegant.
I would like to use a 3rd party CRM Pipeline tool that integrates with IFS so that the CRM in IFS is updated accordingly and notes from the IFS etc. data is available ot the agent
Hi,
I have a Classic InfusionSoft account for a Real Estate Company that needs to better utlize Pipeline to track sales and ad attribution for lifetime values and ROAS and therefore need our Real Estate Agents to actually USE the CRM Pipeline and IFS is not very elegant.
I would like to use a 3rd party CRM Pipeline tool that integrates with IFS so that the CRM in IFS is updated accordingly and notes from the IFS etc. data is available ot the agent in the 3rd party software.
Perhaps Pipedrive or similar
https://www.blackballsoftware.com/integrate-infusionsoft-with-pipedrive
Please apply by mentioning PipeFused in the 1st line and tell me about what CRM you would recommend and why and tools needed to complete the execution. Also please tell me the time you would need to do so and if you have done this type of Real Estate Pipeline before.
Thanks,
Mike Show more details...
I have a Classic InfusionSoft account for a Real Estate Company that needs to better utlize Pipeline to track sales and ad attribution for lifetime values and ROAS and therefore need our Real Estate Agents to actually USE the CRM Pipeline and IFS is not very elegant.
I would like to use a 3rd party CRM Pipeline tool that integrates with IFS so that the CRM in IFS is updated accordingly and notes from the IFS etc. data is available ot the agent in the 3rd party software.
Perhaps Pipedrive or similar
https://www.blackballsoftware.com/integrate-infusionsoft-with-pipedrive
Please apply by mentioning PipeFused in the 1st line and tell me about what CRM you would recommend and why and tools needed to complete the execution. Also please tell me the time you would need to do so and if you have done this type of Real Estate Pipeline before.
Thanks,
Mike Show more details...
via BeBee
posted_at: 17 hours agoschedule_type: Full-time
Job Description Partner Customer Success Manager
Overview...
As a Partner CSM (Customer Success Manager) you will help facilitate Partner and Partner customer success by developing strong relationships with external and internal stakeholders and being the primary point of contact for resource and app requests from our Partners and Partner customers.
As a member of the Partner team your support teammates and partners to deliver the highest level
Job Description Partner Customer Success Manager
Overview...
As a Partner CSM (Customer Success Manager) you will help facilitate Partner and Partner customer success by developing strong relationships with external and internal stakeholders and being the primary point of contact for resource and app requests from our Partners and Partner customers.
As a member of the Partner team your support teammates and partners to deliver the highest level of service.
You are adept at knocking down hurdles that Partners face when interacting with Keap, the Partner Portal, and other partner-related systems.
You will liaise between the Regional Partner Manager and internal departments to ensure the timely and successful delivery of solutions as well as address Partner Customer Cancel requests to ensure both our Partners and their Customers are able to achieve value in our Program and applications.
What youll be doing
Partner/Customer Retention
Drive on value-added conversations with Partners and Partner customers requesting to cancel, bring them back to why they certified/purchased, and deliver on their needs to get them to value.
Apply discretion regarding when to engage with RPMs around Partner/Partner customer escalations.
Maintain standards of excellence regarding C&R and billing reductions and outsourced retention projects as saving tactics.
Partner Success
Support the RPMs and Partners to facilitate successful partnerships as measured by sales results, proactive outreach, customer churn, engagement length and health/usage.
Operate as a point of contact for Partner Program support and partner-specific product support (Partner Portal, Partner Edition, Marketplace, etc) solving when possible, or otherwise engaging with enabling Partner teams.
Participate in collaborative initiatives with other team/departments to drive Partner growth and customer success
Proactive Outreach to partners and/or customers offering business review, strategy, coaching and resources in order to help the partner/customer gain value in Keap software and reduce churn
Customer Success
Review and assess business goals and monitor progress and offer recommendations based on results.
Ensure the highest customer satisfaction and return on their investment in our product while enhancing their experience.
Define business objectives for the customer and develop a strategic direction for success.
Daily Execution Excellence:
Act as point-of-contact for customers and Partners, solving for their needs, advocating for their interests and giving voice and direction to their feedback.
Maintain the SLAs (subject to change) currently set at:
Initial Reach out time of less than 24 hours from case creation for cancel requests and sales processing errors, and 48 hour (or less) follow up on all pending cases.
Your experience should include...
2+ years of account management, sales, and marketing experience OR small business coaching experience
Ability to demonstrate strong business insights
Cultivate partner relationships
Project management experience is a plus
Knowledge of Customer Relationship Management technologies and methodologies
Prior experience working with small businesses or having a small business background is a plus
What you will need to have/competencies
Have experience in account and relationship management; managing a large client load or book of business
Customer-focused mentality
Communicate clear written and verbal messages
Contribute positively to team dynamics
Assist in assessing risk, benefits and considerations of alternatives
Manage change within immediate team and support larger change efforts
Identify barriers to effective collaboration and escalate issues if unable to resolve
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job.
Duties, responsibilities, and activities may change at any time with or without notice.
At Keap, we celebrate diversity and inclusion to benefit our employees, our products, our community, and to help small businesses succeed.
We do not discriminate based on race, color, ethnicity, ancestry, national origin, religion, sex, gender, gender identity, gender expression, sexual orientation, age, disability, veteran status, marital status or any legally protected status.
Keaps corporate office is located at 1260 South Spectrum Blvd. Chandler AZ 85286.
#LI-JM1
by Jobble Show more details...
Overview...
As a Partner CSM (Customer Success Manager) you will help facilitate Partner and Partner customer success by developing strong relationships with external and internal stakeholders and being the primary point of contact for resource and app requests from our Partners and Partner customers.
As a member of the Partner team your support teammates and partners to deliver the highest level of service.
You are adept at knocking down hurdles that Partners face when interacting with Keap, the Partner Portal, and other partner-related systems.
You will liaise between the Regional Partner Manager and internal departments to ensure the timely and successful delivery of solutions as well as address Partner Customer Cancel requests to ensure both our Partners and their Customers are able to achieve value in our Program and applications.
What youll be doing
Partner/Customer Retention
Drive on value-added conversations with Partners and Partner customers requesting to cancel, bring them back to why they certified/purchased, and deliver on their needs to get them to value.
Apply discretion regarding when to engage with RPMs around Partner/Partner customer escalations.
Maintain standards of excellence regarding C&R and billing reductions and outsourced retention projects as saving tactics.
Partner Success
Support the RPMs and Partners to facilitate successful partnerships as measured by sales results, proactive outreach, customer churn, engagement length and health/usage.
Operate as a point of contact for Partner Program support and partner-specific product support (Partner Portal, Partner Edition, Marketplace, etc) solving when possible, or otherwise engaging with enabling Partner teams.
Participate in collaborative initiatives with other team/departments to drive Partner growth and customer success
Proactive Outreach to partners and/or customers offering business review, strategy, coaching and resources in order to help the partner/customer gain value in Keap software and reduce churn
Customer Success
Review and assess business goals and monitor progress and offer recommendations based on results.
Ensure the highest customer satisfaction and return on their investment in our product while enhancing their experience.
Define business objectives for the customer and develop a strategic direction for success.
Daily Execution Excellence:
Act as point-of-contact for customers and Partners, solving for their needs, advocating for their interests and giving voice and direction to their feedback.
Maintain the SLAs (subject to change) currently set at:
Initial Reach out time of less than 24 hours from case creation for cancel requests and sales processing errors, and 48 hour (or less) follow up on all pending cases.
Your experience should include...
2+ years of account management, sales, and marketing experience OR small business coaching experience
Ability to demonstrate strong business insights
Cultivate partner relationships
Project management experience is a plus
Knowledge of Customer Relationship Management technologies and methodologies
Prior experience working with small businesses or having a small business background is a plus
What you will need to have/competencies
Have experience in account and relationship management; managing a large client load or book of business
Customer-focused mentality
Communicate clear written and verbal messages
Contribute positively to team dynamics
Assist in assessing risk, benefits and considerations of alternatives
Manage change within immediate team and support larger change efforts
Identify barriers to effective collaboration and escalate issues if unable to resolve
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job.
Duties, responsibilities, and activities may change at any time with or without notice.
At Keap, we celebrate diversity and inclusion to benefit our employees, our products, our community, and to help small businesses succeed.
We do not discriminate based on race, color, ethnicity, ancestry, national origin, religion, sex, gender, gender identity, gender expression, sexual orientation, age, disability, veteran status, marital status or any legally protected status.
Keaps corporate office is located at 1260 South Spectrum Blvd. Chandler AZ 85286.
#LI-JM1
by Jobble Show more details...
via Upwork
posted_at: 9 hours agoschedule_type: Contractorsalary: 10–30 an hourwork_from_home: 1
I have two clients one is on Keap and the other is on HubSpot - I need to develop nurture campaigns and simple automation set up.
I have two clients one is on Keap and the other is on HubSpot - I need to develop nurture campaigns and simple automation set up.
Show more details...
via Upwork
schedule_type: Contractorsalary: 20–60 an hourwork_from_home: 1
Begin with a limited scope with potential to expand significantly becoming "partner" with this bestselling author now launching 2nd edition of book on bouncing back from the pandemic. This is an opportunity to make a real difference in society long-term. Could get into strategy if you are interested. Website maintenance and Zoom production and Keap is a plus but not necessary. Work style and habits very important. Very high expectations. Only 99%
Begin with a limited scope with potential to expand significantly becoming "partner" with this bestselling author now launching 2nd edition of book on bouncing back from the pandemic. This is an opportunity to make a real difference in society long-term. Could get into strategy if you are interested. Website maintenance and Zoom production and Keap is a plus but not necessary. Work style and habits very important. Very high expectations. Only 99% - 100% rating please.
Show more details...
via Upwork
posted_at: 19 days agoschedule_type: Contractorwork_from_home: 1
ABOUT THE OPPORTUNITY:
We have an exciting new opportunity on our team for an experienced Keap/Salesforce CRM Administrator who is eager to play a key role in helping us optimize the utilization of our Customer Relationship Management (CRM) system. If you are detail oriented and possess an executive presence exuding confidence as a subject matter expert, you may be a good fit! Successful... individuals in this role must be comfortable working under
ABOUT THE OPPORTUNITY:
We have an exciting new opportunity on our team for an experienced Keap/Salesforce CRM Administrator who is eager to play a key role in helping us optimize the utilization of our Customer Relationship Management (CRM) system. If you are detail oriented and possess an executive presence exuding confidence as a subject matter expert, you may be a good fit! Successful... individuals in this role must be comfortable working under pressure, have a high degree of accuracy, problem solving skills, professional conduct, and follow-through.
(THIS POSITION IS FULLY REMOTE)
DUTIES/RESPONSIBILITIES:
- Builds, maintains and enhances existing campaigns with the Keap Max Classic software (formerly known as Infusionsoft)
- Create processes and manage applications in Keap to effectively accomplish business goals
- Design and conduct on-going reviews and evaluations of CRM performance effectiveness and recommend optimization
- Act as the bridge between the CRM system and the end users and anticipate assistance needed by identifying problems, needs, options, and solutions before being asked
- Provides team training where applicable, and is proficient at system documentation
- Research content and/or collaborate with internal team
- Protects sensitive and confidential information received and generated
- Manages Keap user accounts and permissions
- Maintains flexibility with work hours - specifically for conferences and events
- Utilizes knowledge of company culture, operations, playbooks / policies, procedures in performing duties with minimal direction/supervision
- Performs special or other projects as assigned
REQUIRED SKILLS/ABILITIES:
- Strong administrative and technical skills in Keap Infusionsoft Max Classic software or Salesforce
- Experience building custom campaigns and integrations such as PlusThis, Parsey, & DocuSign
- Experience building custom ecommerce solutions
- Knowledge of techniques that improve sales funnel metrics
- Experience implementing and maintaining technical systems and workflows
- Excellent verbal and written communication skills
- Ability to handle multiple tasks simultaneously and autonomously
- Work efficiently and effectively in a high-pressure environment
- Proficient with Microsoft Office Word, Excel, PowerPoint, Outlook
- Regular and predictable attendance is required Show more details...
We have an exciting new opportunity on our team for an experienced Keap/Salesforce CRM Administrator who is eager to play a key role in helping us optimize the utilization of our Customer Relationship Management (CRM) system. If you are detail oriented and possess an executive presence exuding confidence as a subject matter expert, you may be a good fit! Successful... individuals in this role must be comfortable working under pressure, have a high degree of accuracy, problem solving skills, professional conduct, and follow-through.
(THIS POSITION IS FULLY REMOTE)
DUTIES/RESPONSIBILITIES:
- Builds, maintains and enhances existing campaigns with the Keap Max Classic software (formerly known as Infusionsoft)
- Create processes and manage applications in Keap to effectively accomplish business goals
- Design and conduct on-going reviews and evaluations of CRM performance effectiveness and recommend optimization
- Act as the bridge between the CRM system and the end users and anticipate assistance needed by identifying problems, needs, options, and solutions before being asked
- Provides team training where applicable, and is proficient at system documentation
- Research content and/or collaborate with internal team
- Protects sensitive and confidential information received and generated
- Manages Keap user accounts and permissions
- Maintains flexibility with work hours - specifically for conferences and events
- Utilizes knowledge of company culture, operations, playbooks / policies, procedures in performing duties with minimal direction/supervision
- Performs special or other projects as assigned
REQUIRED SKILLS/ABILITIES:
- Strong administrative and technical skills in Keap Infusionsoft Max Classic software or Salesforce
- Experience building custom campaigns and integrations such as PlusThis, Parsey, & DocuSign
- Experience building custom ecommerce solutions
- Knowledge of techniques that improve sales funnel metrics
- Experience implementing and maintaining technical systems and workflows
- Excellent verbal and written communication skills
- Ability to handle multiple tasks simultaneously and autonomously
- Work efficiently and effectively in a high-pressure environment
- Proficient with Microsoft Office Word, Excel, PowerPoint, Outlook
- Regular and predictable attendance is required Show more details...
via Upwork
posted_at: 24 days agoschedule_type: Contractorsalary: 10–50 an hourwork_from_home: 1
I have about 20 funnels that I want cloned and moved into another account. I believe certified partners can do this automatically, but I don't see an export funnel option.
I have about 20 funnels that I want cloned and moved into another account. I believe certified partners can do this automatically, but I don't see an export funnel option.
Show more details...
via Upwork
schedule_type: Contractorwork_from_home: 1
Hi,
I have work in this area for multiple projects, but to start with I need an Active Campaign built for Automated Emails in Active Campaign for a Membership Site / Course / Drip over 12 weeks ~12 Weeks of Content, 4 Emails each. Very simple.
Please respond with the word ActiveAuto in the first line of your application/cover letter and tell me why you are the best candidate, when you can start, and how many hours you'll need to set this up.
Cheers,
Mike
Hi,
I have work in this area for multiple projects, but to start with I need an Active Campaign built for Automated Emails in Active Campaign for a Membership Site / Course / Drip over 12 weeks ~12 Weeks of Content, 4 Emails each. Very simple.
Please respond with the word ActiveAuto in the first line of your application/cover letter and tell me why you are the best candidate, when you can start, and how many hours you'll need to set this up.
Cheers,
Mike Show more details...
I have work in this area for multiple projects, but to start with I need an Active Campaign built for Automated Emails in Active Campaign for a Membership Site / Course / Drip over 12 weeks ~12 Weeks of Content, 4 Emails each. Very simple.
Please respond with the word ActiveAuto in the first line of your application/cover letter and tell me why you are the best candidate, when you can start, and how many hours you'll need to set this up.
Cheers,
Mike Show more details...